JOB DESCRIPTION

A. Pre-Turnover Duties

• Conducts final punch listing of units prior to acceptance and coordination with client for
confirmed TO schedule.

• Prepares punch list report after every inspection.

• Closely monitor rectifications to be done after punch listing and check quality of
workmanship to ensure that items on the punch list are addressed prior to unit close
out.

• Coordinates with several departments to complete attachment or documents for turn

over :

- Copy of Segregated Title and Tax Declaration

- Lot Plans

- As-built plans

- Certificate of Occupancy (for utility application)

Prepares turn over documents/welcome gifts (such as but not limited to acceptance
forms, copies of Transfer Certificate of Title, Tax Declaration, Lot Plan & As-Built Plan,
Turn Over Kit, copy of HOA memo regarding monthly association, Meralco application
forms) to be given on the actual day of turn over. 

B. Actual Turnover Duties

• In charge of setting up of the banner, giving of snacks to the client and picture taking
of client (for marketing purpose).

• Assists buyer on unit inspection, prepares punch list form for buyer’s concerns on the
unit.

• Prior to hand over of keys, explains to Clients Unit Deliverables and addresses Buyer’s
Inquiries, provides initial orientation/briefing of clients on Home Improvement, Moving-In
& Security and brief introduction to PMG.

• Facilitates actual signing of acceptance forms, Buyer’s Info Sheet, HOA signature card
and Survey Form.
• Ensures that necessary documents are collected from client (i.e. government issued
ID of the principal buyer or representative (SPA), whichever is applicable, including
authorization from the principal buyer or SPA for utility application).

• In the event of non-acceptance by client, coordinates closely with CMG/MDC BP to

ensure rectification works are being done.

C. Other Customer Related/ Administrative duties

• Manage and handles clients’ issues, complaints, problem and relay requests of clients
to Communication Group for proper handling.

• Builds a genuine customer service relationship with every homeowner we get in

contact with.

• Responsible for monitoring and updating the report of Turnover units.

- Update actual date of Turnover

- Update units inspected for IPL, FCO

- Monitors accepted units (COCA & KEYS)

- Update Eligibility of accounts, Notice to Construct(NTC), Percentage of

Completion(POC), Occupancy Status on a monthly basis

• Updates monitoring of utilities (electric/water) - coordinates with Jason for the status.

• Analyzes the updated data to effectively turn over units of Eligible Buyers.

• Processing request for refund of construction bond :

-     encoding on ESAS – Vendor ID and RFP

-   Coordinates status of construction bond refund to other department (Aprisa /finance

dept ) and informs clients when construction bond is ready for release

• Endorses proper documents for utility application to Utility officer.

• Attends regular meetings – CRU Turnover & Core Team.

• Accepts other tasks assigned by superior

• Submits reports timely:

1) Acceptance ratings & Occupancy Status every month-end

2)Fishbone Report after collating/gathering of necessary data of Eligibility/POC/NTC.

The report needs to be submitted a week after Eligibility Report form Loans Group

• Properly file and distribute the signed Acceptance forms – Survey/CCG/APMC

• Acts as project owner of handled project, reporting all observations to CCG and

coordinates the same to PD and CMG